RCC

Red Cedar Capital Portfolio holdings

AUM $158M
1-Year Est. Return 6.56%
This Quarter Est. Return
1 Year Est. Return
-6.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
-$9.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$4.63M
2 +$336K
3 +$249K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$166K
5
ROST icon
Ross Stores
ROST
+$117K

Top Sells

1 +$4.26M
2 +$277K
3 +$131K
4
ACN icon
Accenture
ACN
+$47.9K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$41.7K

Sector Composition

1 Financials 19.21%
2 Industrials 18.15%
3 Healthcare 17.41%
4 Consumer Discretionary 17.31%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,375